Security National Financial
SNFCA
55 hedge funds and large institutions have $85.9M invested in Security National Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
102% more capital invested
Capital invested by funds: $42.4M → $85.9M (+$43.5M)
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
28% more funds holding
Funds holding: 43 → 55 (+12)
24% more ownership
Funds ownership: 31.41% → 55.41% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$23.3M |
| 2 |
BlackRock
New York
|
+$787K |
| 3 |
Morgan Stanley
New York
|
+$553K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$461K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
-$413K |
| 2 |
B
Bailard
Foster City,
California
|
-$100K |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$98.3K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$41.3K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$34.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $9.28K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $3.76K | +$3.01K | +438 | +952% |
|
53
Comerica Bank
Dallas,
Texas
| $2.47K | – | – | – |
|
54
Russell Investments Group
London,
United Kingdom
| $909 | +$804 | +117 | New |
|
|
FFA
55
Farther Finance Advisors
San Francisco,
California
| $180 | +$158 | +23 | New |
|
|
B
56
Bailard
Foster City,
California
| – | -$100K | -14,785 | Closed |
|
|
57
Allspring Global Investments
Charlotte,
North Carolina
| – | -$34.2K | -5,057 | Closed |
|
SNFCA Hedge Fund Activity: Q4 2023 in Review
55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2023, worth a combined $85.9M — up 102% from $42.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SNFCA positions and 2 closed out — a net gain of 12 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $23.3M. The largest seller was Carlson Capital, cutting an estimated $413K.
- 55 institutional investors held Security National Financial (SNFCA) as of Q4 2023, up from 43 in Q3 2023.
- Funds reported $85.9M of Security National Financial stock for Q4 2023, up 102% quarter-over-quarter.
- 14 funds opened new Security National Financial positions in Q4 2023 and 2 closed out, a net change of +12 holders.
- The largest Security National Financial buyer in Q4 2023 was Soltis Investment Advisors, an estimated $23.3M added.
- The largest Security National Financial seller in Q4 2023 was Carlson Capital, an estimated $413K sold.
Based on aggregated 13F filings for Q4 2023.